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Personal Financial Planners in US

Minnesota Personal Financial Planners Directory

Trustoria includes a professional profile for nearly every Personal Financial Planner in Minnesota.

Find more Personal Financial Planners and other Financial brokers near in Minnesota by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

7 results found

Aaron Fulton Minneapolis, MN

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Representative • Advisor • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager • Analysts

Experience & Education

Position:
Personal Financial Planner, CFP® at Granite Financial, Registered Representative and Investment...
Title:
Personal Financial Planner,CFP® at Granite Financial
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Granite Financial Personal Financial Planner, CFP®since Oct 2009Securities America, Inc. Member FINRA/SIPC Registered Representative and Investment Advisor Representativesince Oct 2009
Full Profile

Mark Magnuson Edina, MN

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Marketing Manager • Financial Manager

Experience & Education

Position:
Branch Manager at LPL
Location:
Eden Prairie, Minnesota
Industry:
Financial Services
Work history:
LPL Branch ManagerIDS / American Express Registered Representative - Personal Financial Planner1983 - 1991
Full Profile

Kathryn Nickolay Minneapolis, MN

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Administrative Associate • Contractor • Office Clerk • Clerical Specialist • Administrative Clerk • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Advisor • Leader • Team Member • Managers • Clinical Nursing Specialist • Hospital Care Professional • Registered Nurse • Psychology Specialist • Health Professional • Health Practitioner • Agent • Sales Agent • Client Service Officer • Sales Representative • Psychologist • Bachelor of Science • Customer Service • Financial Manager

Experience & Education

Position:
Executive Assistant at Allina Health, Administrative Assistant Specialist at Ecolab, Contractor at...
Title:
Executive Assistant
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Allina Health Executive Assistantsince Nov 2012Ecolab - St PaulAdministrative Assistant Specialistsince Dec 2011
Personal Financial Planner
Full Profile

Allan Dau Minneapolis, MN

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Logistics Supply Chain Professional • Account Manager • Logistician • Executive Vice President • Partner • Vice President • Sales Manager • Financial Manager • Advisor • Training Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Logistics Professional - Owner at Your Shipping Guy, LLC
Title:
Logistics Professional
Location:
Greater Minneapolis-St. Paul Area
Industry:
Logistics and Supply Chain
Work history:
Your Shipping Guy, LLC - Greater Minneapolis-St. Paul AreaLogistics Professional - Ownersince Nov 2012CGL Logistics - Greater Minneapolis-St. Paul AreaAccount ManagerAug 2012 - Nov 2012
Skills:
Customer Relations, Strategic Planning, E-commerce, Financial Forecasting, Sales Management, Sales...
Full Profile

Dan Young Minneapolis, MN

Professions & Specialties

Personal Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Recognition • Leader • Managers • Controller • Event Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Psychologist • Regional Sales Consultant • Sales Representative • Psychology Specialist

Experience & Education

Position:
Director of Event Planning and Recognition at Thrivent Financial for Lutherans
Title:
Director of Event Planning and Recognition at Thrivent Financial
Location:
Greater Minneapolis-St. Paul Area
Industry:
Events Services
Work history:
Thrivent Financial for Lutherans Director of Event Planning and Recognitionsince Dec 2002Lutheran Brotherhood (Thrivent Financial pre-merger) Assistant VP- Field ServicesJul 1994 - Dec 2002
Skills:
Meeting Planning, Corporate Events, Registration, Catering, Hospitality Management, Business...
Full Profile

Brian O'connor Moorhead, MN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Entrepreneur • Managers • Chairperson • Owner • Chief Executive • Business Administrator • Financial Manager • Operations Manager • Performer • Bachelor of Science • Special Education Professors • Railroad Worker

Experience & Education

Work

Company:
Green tree studio
President/owner
Company:
Green tree christian homes - Green Bay, WI
Owner

Skills

I have played music in multiple church bands in different states.
Full Profile

Kathryn Nickolay Saint Paul, MN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • Customer Service • Client Service Officer • Team Member • Financial Manager

Experience & Education

Work

Company:
Kelly services
Administrative assistant specialist
Company:
Kelly services - Eden Prairie, MN
Administrative assistant and customer service
Full Profile